SMSFs and Family Law – What you need to know!
Overview
Navigating the added complexities of splitting Super in family law matters when dealing with SMSFs.
SMSFs are frequently not compliant with income tax law and may have “lumpy” assets which cannot be easily divided between the parties.
This session will explain how the family law courts deal with SMSFs and give practical solutions to these and other problems which can arise.
The cases studies given will be from case law.
The topics covered will be:
- What is a SMSF?
- Brief overview of SMSF compliance issues.
- Other problems likely to be encountered in practice. What to look for?
- What will the court do if the fund is not compliant?
- Determining value of an SMSF interest
- Splitting problems with SMSFs
- CGT rollover relief
- Orders or agreements?
- Trustees breaching FLA orders
Webinar Learning Outcomes:
Attendees will gain an understanding of:
- the issues impacting on family law superannuation splits and SMSFs and
- the strategies that can be used to overcome problems in this area.
Suited to:
Lawyers, accountants and financial planners advising clients who have SMSFs.
You will also be provided with:
- PowerPoint Slide Deck
- Searchable Transcript
- Any Supporting Documentation
- Webinar Recording to view multiple times for up to 6 months
- Q&A Session & follow up contact details
- CPD Quiz & Certificate
Course syllabus
3 lessons
- Video – SMSFs and Family Law – What you need to know!Video
- FeedbackSurvey
- Knowledge QuizTest
Your presenter
Jacky CampbellForte Family Lawyers
is a founding partner of Forte Family Lawyers and has practised as a lawyer specialising in family law for more than 30 years. In 2021, Jacky was recognised as a leading family lawyer in Melbourne by Doyle’s Guide to the Australian Legal Market. She is experienced in dealing with family law matters involving complex superannuation interests such as defined benefit funds and self-managed superannuation funds.
Jacky is a contributing editor of the Wolters-Kluwer Australian Family Law & Practice and Australian Master Family Law Guide. She writes and updates several chapters for each including the superannuation chapters. She also writes and updates the family law chapter of the Wolters-Kluwer Australian Master Family Superannuation Guide.
Jacky wrote her Masters’ thesis on the relationship of bankruptcy and family law. She continues to have a special interest in matters involving bankruptcy, insolvency, liquidation and receivership.
Jacky is a Fellow of the International Academy of Family Lawyers and an Associate of the American Bar Association.